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Investment Analyst Intern

  • Internship
    Full-time
    Summer Internship
  • Data
    Banking & Finance
  • Toronto

AI generated summary

  • You must be a 3rd/4th year student in Finance or related field, skilled in MS Office, with strong communication, multitasking, and independent work abilities. Internship experience, financial analysis skills, and CFA enrollment are assets.
  • You will review investments, monitor financial statements, maintain compliance reports, assist with due diligence, and support risk management for the assigned portfolio.

Requirements

  • 3rd or 4th year university student with prior relevant co-op or internship experience and pursuing a baccalaureate degree preferably in Accounting, Finance, Economics, Commerce, or Business Administration.
  • Proficient in MS Office, including Excel, Word, and PowerPoint.
  • Excellent communication skills.
  • Ability to work independently and complete tasks within deadlines.
  • Ability to multi-task and coordinate with multiple team members.
  • Experience in investment research or credit analysis an asset.
  • Ability to analyze complex financial models an asset.
  • Active enrollment in the CFA program an asset.

Responsibilities

  • Complete annual reviews for existing investments, including reviewing financial statements and financial models, analyzing performance, and monitoring covenant compliance.
  • Monitor, process, and file the financial statements and other financial, accounting, legal, and compliance reports and documents received in GPD’s centralized emailbox daily.
  • Monitor an assigned portfolio of investments, including reviewing quarterly financial statements and compliance reports, providing credit updates, and documenting the risk management process.
  • Maintain various risk management/compliance reports.
  • Assist in amendments and other investment management reports.
  • Support the group in due diligence for new investment opportunities.

FAQs

What is the duration of the Investment Analyst Intern position?

The position is a temporary full-time internship.

What are the primary responsibilities of the Investment Analyst Intern?

The primary responsibilities include completing annual reviews for existing investments, monitoring financial statements, maintaining risk management reports, assisting with amendments and investment management reports, and supporting due diligence for new investment opportunities.

What qualifications are required for this internship?

Candidates should be in their 3rd or 4th year of university, pursuing a degree in Accounting, Finance, Economics, Commerce, or Business Administration, with prior relevant co-op or internship experience.

Is prior experience in investment research or credit analysis necessary for this role?

While prior experience in investment research or credit analysis is considered an asset, it is not strictly necessary.

What technical skills are required for the Investment Analyst Intern position?

Proficiency in MS Office, including Excel, Word, and PowerPoint, is required.

What is the salary range for the Investment Analyst Intern position?

The base salary for this position is between $44,700 and $67,000 annually.

Will candidates be informed if they qualify for an interview?

Yes, only candidates who qualify for an interview will be contacted.

Is there any specific training or certification preferred for applicants?

Active enrollment in the CFA program is considered an asset for applicants.

How does Canada Life support diversity and inclusion in the workplace?

Canada Life is committed to fostering a diverse and inclusive environment where all employees feel valued and respected, and they actively work to reflect the diversity of the communities in which they operate.

How can applicants request accommodations during the application process?

Applicants can request reasonable accommodations by contacting talentacquisitioncanada@canadalife.com during the application process.

Helping Canadians improve their financial, physical and mental well-being.

Finance
Industry
10,001+
Employees
1847
Founded Year

Mission & Purpose

At Canada Life, we’re focused on improving the financial, physical and mental well-being of Canadians. Whether handling policy claims, help growing and protecting clients’ retirement and investment savings, providing workplace mental health support for all employers or helping build stronger communities by investing in community projects, we are committed to putting the customer first in all that we do. That trust is built on the dedication, skill and energy of our employees and advisors and their commitment to our customers and to our communities. Canada Life is a subsidiary of Great-West Lifeco Inc. and is a member of the Power Corporation group of companies.